Sowell Financial Services’s iShares Global 100 ETF IOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $494K | Buy |
4,583
+721
| +19% | +$77.7K | 0.02% | 614 |
|
|
2025
Q1 | $372K | Buy |
+3,862
| New | +$372K | 0.02% | 675 |
|
|
2023
Q2 | – | Sell |
-2,896
| Closed | -$203K | – | 680 |
|
|
2023
Q1 | $203K | Buy |
+2,896
| New | +$203K | 0.02% | 685 |
|
|
2022
Q1 | – | Sell |
-19,452
| Closed | -$1.52M | – | 332 |
|
|
2021
Q4 | $1.52M | Sell |
19,452
-2,376
| -11% | -$185K | 0.09% | 251 |
|
|
2021
Q3 | $1.55M | Sell |
21,828
-8,635
| -28% | -$614K | 0.1% | 220 |
|
|
2021
Q2 | $2.16M | Sell |
30,463
-17,151
| -36% | -$1.22M | 0.14% | 175 |
|
|
2021
Q1 | $3.32M | Buy |
47,614
+28,368
| +147% | +$1.98M | 0.12% | 171 |
|
|
2020
Q4 | $1.21M | Buy |
19,246
+2,922
| +18% | +$184K | 0.05% | 286 |
|
|
2020
Q3 | $919K | Buy |
16,324
+1,034
| +7% | +$58.2K | 0.05% | 314 |
|
|
2020
Q2 | $807K | Buy |
15,290
+11,709
| +327% | +$618K | 0.04% | 328 |
|
|
2020
Q1 | $160K | Hold |
3,581
| – | – | 0.01% | 713 |
|
|
2019
Q4 | $193K | Buy |
3,581
+11
| +0.3% | +$593 | 0.01% | 724 |
|
|
2019
Q3 | $177K | Buy |
+3,570
| New | +$177K | 0.01% | 680 |
|